Employee SelfService ESS Portal To access ESS Navigate

  • Slides: 26
Download presentation
Employee Self-Service (ESS) Portal To access ESS: • Navigate to https: //mybenefits. county. org

Employee Self-Service (ESS) Portal To access ESS: • Navigate to https: //mybenefits. county. org • Click the Employee Self-Service (ESS) Portal link.

New Login Screen Log into ESS: • Enter your username. (User name must be

New Login Screen Log into ESS: • Enter your username. (User name must be an email address). • Or, click “First time user”, if you have never logged in before.

Multi-Factor Authentication (MFA) Login MFA enhanced security login: • Enter your UID#. • or

Multi-Factor Authentication (MFA) Login MFA enhanced security login: • Enter your UID#. • or your SSN. UID is the unique identification 9 digit found at front of your ID card

Multi-Factor Authentication (MFA) Login (cont’d) Confirming your identity: • Enter date of birth. •

Multi-Factor Authentication (MFA) Login (cont’d) Confirming your identity: • Enter date of birth. • Enter date of hire. (If the date of hire is unknown, the exact month and year is acceptable).

Verification Code As a first user verification by email & phone is required: •

Verification Code As a first user verification by email & phone is required: • A verification code will be sent to the email you enter. • Enter a phone number to receive a verification code by phone. • Choose ‘Send Code’ for a text message verification code or ‘Call Me’ to get an automated phone call.

Verification Code (cont’d) Verification by email & phone: • Enter verification code as a

Verification Code (cont’d) Verification by email & phone: • Enter verification code as a first time user.

Authorization Online authorization: • Accept the online authorization. • Access is granted.

Authorization Online authorization: • Accept the online authorization. • Access is granted.

Home Screen Navigating at the home screen: • Click and browse information and links.

Home Screen Navigating at the home screen: • Click and browse information and links. • Click on the links to go to the provider websites. • Click on video images to view videos.

Home Screen (cont’d) If you have not enrolled in benefits : • A dialog

Home Screen (cont’d) If you have not enrolled in benefits : • A dialog box will display to show the number of days remaining to enroll in benefits. • Click on ”Get started” to begin your enrollment or “Close” to enroll later.

Home Screen (cont’d) Navigating at the home screen: • Click “Benefits” at the top

Home Screen (cont’d) Navigating at the home screen: • Click “Benefits” at the top navigation tabs view your benefits • Under the Resources tab, you can find helpful information.

Home Screen (cont’d) Click the Alert tab: • To see important reminders or required

Home Screen (cont’d) Click the Alert tab: • To see important reminders or required actions you need to complete.

Profile Information Click the “Profile” tab to: • View your information. • Edit your

Profile Information Click the “Profile” tab to: • View your information. • Edit your contact information such as address or email. • View your benefits. • View your beneficiaries. • Add / change your dependents.

Profile Information At the “Profile Information” window, you can: • Edit your home address

Profile Information At the “Profile Information” window, you can: • Edit your home address (please use your mailing address). • Edit or add an email address and/or phone number.

Vendors and Other Sites My Vendors tab to view plan information: • Click each

Vendors and Other Sites My Vendors tab to view plan information: • Click each plan tab to view the vendor information and website. • Click on Resource Library to access your County or District resource guides, documents and benefit highlights.

Resource Library Learn about your benefits Under the Resource Library: • Access health forms

Resource Library Learn about your benefits Under the Resource Library: • Access health forms & documents. • Click on Summary plan descriptions to view the benefit highlights for plans offered by your County or District. • Click the file to download a PDF copy.

Open Enrollment To enroll in new benefits: • Click annual renewal under the benefits

Open Enrollment To enroll in new benefits: • Click annual renewal under the benefits tab. • Review your and confirm your information is correct. • Make corrections or changes if needed.

Dependents To add new dependents: • You can access the dependent tab from the

Dependents To add new dependents: • You can access the dependent tab from the Profile page or as you move through the enrollment process. • Click “Add Dependent” and enter dependent information. • Fill in dependent information. • When finished, click “Save”.

Enroll in Benefits To enroll in new benefits: • Click the benefit you wish

Enroll in Benefits To enroll in new benefits: • Click the benefit you wish to enroll. • Check the family dependent you wish to add to your benefits. • Make your elections; eg. employee+child, etc.

Benefit Selection When selecting benefits: • Choose and add dependents to your elections. •

Benefit Selection When selecting benefits: • Choose and add dependents to your elections. • Continue through all your benefits until all elections are completed. You can only add a dependent if you are doing open enrollment or if you are a new hire electing benefits.

Benefit Selection (cont’d) Add all benefits to cart: • Even if you are not

Benefit Selection (cont’d) Add all benefits to cart: • Even if you are not making changes to a benefit, the benefit must be added to your to the cart to add it to your the plan year benefits.

Benefit Selection (cont’d) When selecting life benefits: • An Evidence of Insurability (EIO) form

Benefit Selection (cont’d) When selecting life benefits: • An Evidence of Insurability (EIO) form must be completed for any life coverage changes or increases. • New hires selecting life for the first time do not need to complete an EOI.

Beneficiaries Add or change a beneficiary: • View your beneficiary summary under the “Profile”

Beneficiaries Add or change a beneficiary: • View your beneficiary summary under the “Profile” tab. • Click “Update Beneficiary Designations” to add or change your beneficiaries. • Click “Edit Beneficiary Designations” to change a beneficiary information; address, phone number, etc.

Beneficiaries (cont’d) Assigning a beneficiary: • Add a new beneficiary to your benefits. •

Beneficiaries (cont’d) Assigning a beneficiary: • Add a new beneficiary to your benefits. • Select benefit percent on each beneficiary. Total percentages must add up to 100%

Cart Review the benefits in your cart to: • Make sure you have selected

Cart Review the benefits in your cart to: • Make sure you have selected and added your changes. • Click on ‘change’ to make corrections to your elections.

Benefits Confirmation Benefits confirmation: • Print or save your benefits confirmation for your files.

Benefits Confirmation Benefits confirmation: • Print or save your benefits confirmation for your files.

Survey Voluntary survey questionnaire: • You may wish to take the survey at the

Survey Voluntary survey questionnaire: • You may wish to take the survey at the completion of your enrollment. • A confirmation statement can also be printed here.